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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,419 | $167,362-63.9% | $143,799-58.0% | $134,532-55.1% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -31.93% | 0.47%-32.4pp | -0.04%-31.9pp | 418.27%-450.2pp |
| Employer contribution / active EE | $2,695 | $5,620-52.1% | $4,952-45.6% | $4,741-43.2% |
| Participant deferral / active EE | $15,987 | $6,447+148.0% | $5,638+183.5% | $6,401+149.8% |
| Admin fee / account holder | $6,654 | $18,094-63.2% | $14,677-54.7% | $11,429-41.8% |